Purchases and Sales Made in Q4 2023 in Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF) during Q4 2023. The information is specifically focused on institutions that hold shares of SUN LIFE FINANCIAL INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-100- 2.12% |
$4.47K - $5.23K
|
4.62K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-113- 0.56% |
$5.06K - $5.9K
|
19.9K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-115- 3.81% |
$5.15K - $6.01K
|
2.91K
$181K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-132- 17.14% |
$5.91K - $6.9K
|
638
$39.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-150- 3.7% |
$6.71K - $7.84K
|
3.91K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-172- 0.66% |
$7.7K - $8.99K
|
25.9K
$1.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-176- 4.71% |
$7.87K - $9.2K
|
3.56K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-179- 4.89% |
$8.01K - $9.35K
|
3.48K
$217K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-182- 1.77% |
$8.14K - $9.51K
|
10.1K
$628K
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-194- 2.35% |
$8.68K - $10.1K
|
8.06K
$502K
|
|
|
Mar 05, 2024
Q4 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-195- 3.23% |
$8.72K - $10.2K
|
5.85K
$364K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-241- 3.43% |
$10.8K - $12.6K
|
6.79K
$423K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-255- 8.53% |
$11.4K - $13.3K
|
2.74K
$170K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-256- 11.5% |
$11.5K - $13.4K
|
1.97K
$123K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-270- 3.99% |
$12.1K - $14.1K
|
6.5K
$405K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-291- 1.85% |
$13K - $15.2K
|
15.4K
$961K
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-300- 2.09% |
$13.4K - $15.7K
|
14.1K
$875K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-352- 2.77% |
$15.7K - $18.4K
|
12.3K
$769K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-395- 3.35% |
$17.7K - $20.6K
|
11.4K
$710K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-399- 15.85% |
$17.9K - $20.8K
|
2.12K
$132K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-460- 1.14% |
$20.6K - $24K
|
39.8K
$2.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-484- 0.54% |
$21.7K - $25.3K
|
89K
$5.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-492- 18.52% |
$22K - $25.7K
|
2.17K
$135K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-598- 4.81% |
$26.8K - $31.2K
|
11.8K
$736K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-667- 4.84% |
$29.8K - $34.9K
|
13.1K
$816K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-702- 5.77% |
$31.4K - $36.7K
|
11.5K
$714K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-866- 85.91% |
$38.7K - $45.2K
|
142
$8.84K
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.22K- 6.88% |
$54.8K - $64K
|
16.6K
$1.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.33K- 22.59% |
$59.5K - $69.4K
|
4.56K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.33K- 12.26% |
$59.5K - $69.4K
|
9.51K
$592K
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1.34K- 37.51% |
$60.1K - $70.2K
|
2.24K
$139K
|
|
|
Jan 04, 2024
Q4 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-1.35K- 11.2% |
$60.4K - $70.5K
|
10.7K
$667K
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
SELL
|
- |
-1.39K- 10.78% |
$62.1K - $72.6K
|
11.5K
$716K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.4K- 2.24% |
$62.6K - $73.2K
|
61.1K
$3.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.46K- 0.5% |
$65.1K - $76K
|
287K
$17.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.51K- 36.9% |
$67.4K - $78.7K
|
2.58K
$160K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.51K- 41.93% |
$67.6K - $78.9K
|
2.09K
$130K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.55K- 4.44% |
$69.3K - $80.9K
|
33.3K
$2.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.55K- 8.92% |
$69.5K - $81.1K
|
15.9K
$988K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.9K- 2.35% |
$85K - $99.3K
|
78.8K
$4.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-1.98K- 27.49% |
$88.6K - $103K
|
5.22K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-2.02K- 33.27% |
$90.2K - $105K
|
4.04K
$252K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.06K- 2.81% |
$92K - $107K
|
71.1K
$4.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-2.22K- 1.22% |
$99.3K - $116K
|
179K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.55K- 16.8% |
$114K - $133K
|
12.6K
$785K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.55K- 25.15% |
$114K - $133K
|
7.6K
$473K
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-2.67K- 4.39% |
$120K - $140K
|
58.3K
$3.63M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.82K- 2.23% |
$126K - $148K
|
124K
$7.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.44K- 11.49% |
$154K - $180K
|
26.5K
$1.65M
|
|
|
Feb 23, 2024
Q4 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-3.49K- 0.44% |
$156K - $182K
|
786K
$48.9M
|